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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2401
Moser Wealth Advisors
Washington
$52.5K
MS
2402
Madden Securities
Texas
$52.5K +$53.6K +200 New
AW
2403
Avion Wealth
Texas
$51K
TCM
2404
Tradewinds Capital Management
Washington
$51K +$11.5K +43 +28%
GWMI
2405
Guardian Wealth Management (Illinois)
Illinois
$49.9K -$10.7K -40 -17%
PA
2406
PSI Advisors
Florida
$49.9K -$39.7K -148 -44%
KI
2407
Kapitalo Investimentos
Brazil
$45.2K +$46.1K +172 New
CPFP
2408
Clear Perspectives Financial Planning
Ohio
$44.1K
BWA
2409
Boulder Wealth Advisors
Colorado
$42K +$43.2K +161 New
JGCM
2410
Joseph Group Capital Management
Ohio
$39K
BSWA
2411
Bromfield Sneider Wealth Advisors
Massachusetts
$38.1K
SC
2412
Schubert & Co
Texas
$34.1K +$5.09K +19 +17%
CFG
2413
CKW Financial Group
Hawaii
$34K
AI
2414
AXS Investments
New York
$33.1K +$33.8K +126 New
NF
2415
Norwood Financial
Pennsylvania
$32.8K
RFG
2416
RFP Financial Group
Georgia
$32.8K +$33.5K +125 New
GKIM
2417
GW&K Investment Management
Massachusetts
$32K +$21.4K +80 +200%
WA
2418
Win Advisors
Florida
$30.2K +$1.34K +5 +5%
ST
2419
Sageworth Trust
Pennsylvania
$30K +$1.07K +4 +4%
RA
2420
Rational Advisors
New York
$29.4K
LS
2421
Leelyn Smith
Illinois
$28.8K
CCM
2422
Cribstone Capital Management
Maine
$28.6K
LB
2423
Legacy Bridge
Iowa
$27.1K +$24.9K +93 +930%
RWM
2424
Ruedi Wealth Management
Illinois
$26.8K +$27.3K +102 New
DI
2425
Disciplined Investments
Oklahoma
$26.5K